A complete list of active advisors currently associated with Asset Management Advisors, LLC

Warmer can help you find a great advisor at Asset Management Advisors, LLC or one who fits your needs even better.

The firm provides discretionary investment management to individuals, families, trusts, limited liability companies and retirement plans and also offers family office services such as accounting, recordkeeping, bill paying and coordination of estate and tax planning. In addition to portfolio management, the firm administers oil and gas interests for clients, including collection of revenues and payment of working-interest billings. Investment decisions are made using fundamental analysis with a long-term total return objective and a value-investing focus, typically holding a concentrated portfolio (roughly 15–25 positions) supplemented by bonds, ETFs and, when appropriate, margin or covered-call strategies. Client relationships are documented with investment policy statements, and the firm operates on a discretionary basis with trading authority implemented through client custodial arrangements and limited powers of attorney. Distinctive aspects include the firm’s ongoing role as a family office manager—at times with signature authority over client bank accounts—and its specialized management and accounting for royalty and non-operated oil and gas interests, with those cash-management arrangements subject to annual surprise audits by an independent CPA. The firm is fee-only and recommends a primary custodian that provides institutional services to the adviser, a relationship the firm discloses as a potential conflict of interest it manages in selecting custody and execution.

To learn more about the advisors currently working at Asset Management Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.